Pideya Learning Academy

Records Management and Retention Skills

Upcoming Schedules

  • Live Online Training
  • Classroom Training

Date Venue Duration Fee (USD)
06 Jan - 10 Jan 2025 Live Online 5 Day 2750
24 Mar - 28 Mar 2025 Live Online 5 Day 2750
26 May - 30 May 2025 Live Online 5 Day 2750
23 Jun - 27 Jun 2025 Live Online 5 Day 2750
11 Aug - 15 Aug 2025 Live Online 5 Day 2750
29 Sep - 03 Oct 2025 Live Online 5 Day 2750
10 Nov - 14 Nov 2025 Live Online 5 Day 2750
01 Dec - 05 Dec 2025 Live Online 5 Day 2750

Course Overview

n today’s fast-paced business environment, effective records management is not merely a supporting function but a cornerstone of organizational success. Records Management encompasses the systematic control of records throughout their lifecycle—creation, maintenance, utilization, and final disposition. By ensuring that data is organized, accessible, and compliant with legal and organizational requirements, businesses can achieve greater efficiency, mitigate risks, and enhance decision-making.
The need for skilled records managers is more urgent than ever. According to industry research, over 95% of businesses struggle with unstructured data, and a staggering 80–90% of records are unsystematic. This disorganization can lead to costly inefficiencies and legal vulnerabilities. For example, organizations lose approximately 21.3% of their productivity due to poor records management. Alarmingly, misplaced or lost physical documents account for 5% of all business records, and this can directly impact operational continuity. Furthermore, ransomware attacks have compromised records from more than 184 million systems globally, underscoring the critical importance of robust records management frameworks.
Pideya Learning Academy is proud to present the Records Management and Retention Skills training program, meticulously designed to address these challenges and equip professionals with the expertise to manage both digital and physical records effectively. This program recognizes the dual pressures businesses face: managing the growing complexities of digital records while maintaining compliance with physical document requirements. In fact, while the shift toward digital transformation continues, up to 80% of company information still exists in paper form, creating a dual responsibility for effective management.
Key highlights of this program include:
A comprehensive exploration of the records lifecycle, from creation to secure destruction, enabling participants to establish a well-organized and legally compliant framework.
Advanced techniques for managing both structured and unstructured data, empowering organizations to address inefficiencies and reduce operational costs.
Strategic alignment of records management practices with business continuity and risk mitigation goals to safeguard organizational assets during disruptions.
Expert insights into global standards such as ISO 30300 and ISO 15489, ensuring compliance with industry-leading best practices.
Guidance on leveraging modern technologies like Electronic Document and Records Management Systems (EDRMS) and AI-driven tools for intelligent records analysis.
Practical strategies for digitizing, archiving, and securely disposing of records to maintain confidentiality and streamline workflows.
Tailored approaches for integrating records management into broader governance and compliance initiatives, reducing the risk of fines, audits, or reputational damage.
The implications of poor records management extend beyond financial costs. Organizations risk breaching regulatory obligations, damaging their reputation, and losing the trust of clients and stakeholders. Moreover, businesses without robust records retention policies may struggle with legal liabilities stemming from the loss or misuse of sensitive information.
This Pideya Learning Academy course offers attendees actionable knowledge to navigate these complexities confidently. Participants will learn to design retention schedules, set up efficient storage systems, and utilize emerging technologies to modernize their records management practices. With a focus on bridging the gap between traditional recordkeeping and digital transformation, the program ensures that attendees leave equipped to implement scalable and future-ready solutions.
Beyond compliance and efficiency, effective records management also drives strategic advantages. Organizations that invest in their records management capabilities experience smoother operations, improved data-driven decision-making, and enhanced productivity. By mastering these skills, professionals can contribute directly to their company’s bottom line while advancing their own careers.
The Records Management and Retention Skills training program by Pideya Learning Academy is an essential investment for professionals aiming to thrive in a competitive and highly regulated business landscape. Whether managing physical archives or leading digital transformation initiatives, attendees will leave the course empowered to set new standards of excellence in their organizations.

Key Takeaways:

  • A comprehensive exploration of the records lifecycle, from creation to secure destruction, enabling participants to establish a well-organized and legally compliant framework.
  • Advanced techniques for managing both structured and unstructured data, empowering organizations to address inefficiencies and reduce operational costs.
  • Strategic alignment of records management practices with business continuity and risk mitigation goals to safeguard organizational assets during disruptions.
  • Expert insights into global standards such as ISO 30300 and ISO 15489, ensuring compliance with industry-leading best practices.
  • Guidance on leveraging modern technologies like Electronic Document and Records Management Systems (EDRMS) and AI-driven tools for intelligent records analysis.
  • Practical strategies for digitizing, archiving, and securely disposing of records to maintain confidentiality and streamline workflows.
  • Tailored approaches for integrating records management into broader governance and compliance initiatives, reducing the risk of fines, audits, or reputational damage.
  • A comprehensive exploration of the records lifecycle, from creation to secure destruction, enabling participants to establish a well-organized and legally compliant framework.
  • Advanced techniques for managing both structured and unstructured data, empowering organizations to address inefficiencies and reduce operational costs.
  • Strategic alignment of records management practices with business continuity and risk mitigation goals to safeguard organizational assets during disruptions.
  • Expert insights into global standards such as ISO 30300 and ISO 15489, ensuring compliance with industry-leading best practices.
  • Guidance on leveraging modern technologies like Electronic Document and Records Management Systems (EDRMS) and AI-driven tools for intelligent records analysis.
  • Practical strategies for digitizing, archiving, and securely disposing of records to maintain confidentiality and streamline workflows.
  • Tailored approaches for integrating records management into broader governance and compliance initiatives, reducing the risk of fines, audits, or reputational damage.

Course Objectives

After completing this Pideya Learning Academy training, participants will learn to:
Acquire comprehensive knowledge of records and archives management.
Monitor and effectively control the movement of records within organizations.
Develop and implement a records management roadmap and framework.
Manage and preserve both physical and electronic records efficiently.
Understand and implement processes for digitizing and archiving records.
Use records management software and technologies to streamline workflows.
Set retention schedules and implement compliant records destruction processes.
Identify various record types and assess the risks associated with each.
Implement effective audit and compliance programs aligned with industry standards.
Navigate the legal and ethical considerations in records management.
Adopt best practices and tools to ensure seamless records handling.

Personal Benefits

Participants will gain:
Expertise in records management techniques.
Improved organization and time management skills.
Reduced stress and increased efficiency in task execution.
Enhanced ability to coordinate and delegate responsibilities.
Advanced knowledge of innovative and improvisation techniques.
Greater professionalism and career advancement opportunities.

Organisational Benefits

Who Should Attend

This course is designed for professionals responsible for records management or those seeking to enhance their skills in this domain. It is highly suitable for:
Archive Managers
Records Management Specialists
IT Staff involved in data governance
Auditors and Compliance Officers
Document Controllers and Administrators
Departmental Records Coordinators
Knowledge Managers
Librarians and Registry Officers
This Pideya Learning Academy training course is an indispensable investment for professionals seeking to thrive in the dynamic and demanding field of records management.

Course Outline

Module 1: Foundations of Records and Information Management
Core definitions: Records, Documents, and Metadata Principles of Archival Science Historical development of records and archives management Key differences between documents and records Digital and physical record identification Tracking and indexing mechanisms for records Managing sensitive and classified records Principles of digital preservation and digital asset management
Module 2: Lifecycle and Continuum of Records
Phases of the records lifecycle Capture and creation of records Registration and cataloging of records Advanced classification schemes and taxonomies Storage techniques for physical and electronic records Access control and retrieval systems Strategies for secure destruction and disposition of records Lifecycle best practices for compliance and efficiency
Module 3: Governance, Standards, and Compliance in Records Management
Global and local regulatory frameworks for records management Information governance frameworks and principles Key standards: ISO 30300, ISO 30301, ISO 15489, and ISO 27001 Application of Generally Accepted Recordkeeping Principles (GARP) Records auditing using governance frameworks Developing compliant records management policies and procedures Implementing the DIRKS methodology for recordkeeping systems Cybersecurity considerations in information governance
Module 4: Strategic Records Management Roles and Responsibilities
Core competencies of a records manager Development of audit registers for recordkeeping Designing metadata and filing frameworks Crafting retention and disposition schedules Managing risk, security, and compliance challenges Change management for records management initiatives Building a scalable and robust records management framework
Module 5: Taxonomy and Classification of Records
Classification systems for structured and unstructured data Categories of records: paper-based, audiovisual, and digital Managing cartographic and micrographic records Digital media types: Magnetic tapes, diskettes, optical discs Best practices for preserving audiovisual and electronic records Managing scanned and digitized images Integration of digital signatures in recordkeeping
Module 6: Records Creation and Documentation
Ensuring complete and accurate record creation Applying information security classifications to records Active vs. inactive records: Identification and management Structuring effective filing systems and naming conventions Techniques for data indexing and metadata capture Tracking and auditing document workflows File storage protocols for different record types
Module 7: Records Storage and Preservation
Setting up compliant storage facilities Safety and security protocols for records storage Standards for short-term and long-term preservation Storage considerations for physical vs. electronic records Cloud-based storage: Benefits, risks, and best practices Preservation strategies for legacy records Monitoring storage conditions for sensitive materials
Module 8: Records Retention and Compliance
Conducting comprehensive records inventories Developing retention schedules based on legal and functional needs Disaster recovery and continuity planning for records Crafting a comprehensive records retention policy Leveraging automation in retention management Training staff on records retention protocols Monitoring compliance with regulatory requirements
Module 9: Secure Disposition and Termination of Records
Retention and disposition workflows Designing vital records protection programs Approval processes for record destruction Secure disposal methods for physical and electronic records Monitoring compliance during destruction activities Documenting and auditing records destruction processes Transfer and movement of records for disposition
Module 10: Technology Integration in Records Management
Overview of Electronic Document and Records Management Systems (EDRMS) Features and benefits of Electronic Recordkeeping Systems (ERKS) Transitioning from manual to automated systems Challenges and solutions in implementing EDRMS and ERKS Advanced scanning and digitization techniques Developing a comprehensive records management policy Leveraging AI and machine learning for intelligent records analysis
Module 11: Risk Management and Business Continuity in Records
Identifying risks in records management Mitigating risks through structured records practices Role of records management in business continuity planning Addressing legal, ethical, and reputational risks Ensuring data integrity during emergencies Testing and updating continuity plans regularly
Module 12: Emerging Trends in Records Management
Evolution of records management in the digital era Big data and its implications for recordkeeping Blockchain technology in records authentication Artificial Intelligence (AI) in indexing and retrieval Trends in cloud computing for records management Data privacy laws and their impact on records management Preparing for future challenges in records governance

Have Any Question?

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